See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,581 | $162,781+90.2% | $133,956+131.1% | $158,922+94.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.15% | 41.94%-32.8pp | 45.09%-35.9pp | 302.83%-293.7pp |
| Employer contribution / active EE | $7,782 | $4,975+56.4% | $3,919+98.6% | $4,761+63.5% |
| Participant deferral / active EE | $7,793 | $5,911+31.8% | $5,048+54.4% | $5,982+30.3% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |